Published March 15, 2019

A Quick Guide To Help You Purge Your Old Financial Documents

Spring is the perfect time to purge your closet—and the financial documents you’ve filed away over the years.  But knowing what’s OK to throw out can present a hurdle.  To help, here’s a cheat sheet to consider, with a breakdown by time period: keep forever, keep for seven years, and “revolving” documents.

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